Jackson Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,237
| Closed | -$69K | – | 167 |
|
|
2024
Q4 | $69K | Hold |
13,237
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $81K | Buy |
+13,237
| New | +$81K | 0.01% | 153 |
|
|
2024
Q2 | – | Sell |
-13,237
| Closed | -$93K | – | 120 |
|
|
2024
Q1 | $93K | Hold |
13,237
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $102K | Hold |
13,237
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $106K | Hold |
13,237
| – | – | 0.02% | 141 |
|
|
2023
Q2 | $120K | Hold |
13,237
| – | – | 0.02% | 115 |
|
|
2023
Q1 | $116K | Hold |
13,237
| – | – | 0.09% | 116 |
|
|
2022
Q4 | $136K | Buy |
+13,237
| New | +$136K | 0.05% | 85 |
|